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Summit Securities Group’s Lifestance Health LFST Stock Holding History

Summit Securities Group’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Buy
+10,800
New +$83.5K 0.01% 359
2022
Q4 		– Sell
-1,500
Closed -$10K – 1267
2022
Q3 		$10K Buy
+1,500
New +$10.5K ﹤0.01% 789

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Summit Securities Group's LFST Position: Q2 2026 in Review

Summit Securities Group opened a new position in Lifestance Health (LFST) in Q2 2026: 10,800 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in LFST as recently as Q3 2022.

Summit Securities Group first reported a position in LFST in Q3 2022 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Summit Securities Group held 10,800 shares of Lifestance Health worth $116K as of Q2 2026.
  • Lifestance Health was a new Summit Securities Group position in Q2 2026.
  • Lifestance Health made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #359 holding.
  • Summit Securities Group first reported a position in Lifestance Health in Q3 2022 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.